How big is Fortis Capital Management's plan?

Fortis Capital Management's plan reported $93K in assets and 4 participants for 2023.

Original filing (PDF)20240528220219NAL0005734723063

Fortis Capital Management

Name: Fortis Capital Management — Fortis Capital, Form 5500 (2023)
Creator: Fortis Capital Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fortis Capital Management 401(k) Plan

401(k) retirement plan · Fortis Capital Management's Fortis Capital Management 401(k) Plan held $93K in plan assets for 4 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$93K

Net assets (EOY)

$93K

Plan identifiers

Fortis Capital Management's EIN is 46-5353532.

EIN 46-5353532

Plan number 001

Plan year 2023

ACK ID 20240528220219NAL0005734723063

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Fortis Capital Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Fortis Capital Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FORTIS CAPITAL MANAGEMENT.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score